DAS
EXR icon

Diversify Advisory Services’s Extra Space Storage EXR Stock Holding History

Diversify Advisory Services’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,463
Closed -$207K – 838
2025
Q1 		$207K Buy
+1,463
New +$222K 0.01% 605
2024
Q2 		– Sell
-6,283
Closed -$922K – 672
2024
Q1 		$922K Buy
+6,283
New +$916K 0.05% 270

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Diversify Advisory Services's EXR Position: Q2 2025 in Review

Diversify Advisory Services sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 1,463 shares — an estimated $207K sold.

Diversify Advisory Services first reported a position in EXR in Q1 2024 and held it in 2 quarters. The position peaked at $922K in Q1 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Diversify Advisory Services reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 1,463 Extra Space Storage shares in Q2 2025, an estimated $207K.
  • Diversify Advisory Services first reported a position in Extra Space Storage in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Extra Space Storage position peaked at $922K in Q1 2024.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.